1. On the Setup tab, in the Security group, click Users. The following screen displays.
Figure:System Users
2. The grid on the left side of the screen displays all of the current users. To add a new user, click the Add icon.
To save time, you can also select the Copy functionality. For example, if you are adding a new sales person, select an existing sales person’s ID and click Copy. This will copy all associated security settings, negating the necessity for you to set them up from scratch, but still allowing you to change the User ID information
3. Fill in the following fields:
- User ID
- Department
- First Name
- Last Name
- Full Name
- Default Security Group
For Security, this field is defaulted to “All_Users” which does not have access to any modules.)
Figure: Security Group Access Rights
The group Staff_Office is barred from viewing “cost” data for products. “Staff_Financial”, “Management“ and “Administrators” all have full view of cost data and invoices
4. Check the appropriate boxes under Login Settings:
- Allow User to Login to the System: determines whether or not the user has permission to access the system. For example, a staff member that is no longer with the company will have their record unchecked to deactivate their account.
You may only check this box for as many users as you have licenses. Uncheck the box to free up an additional “space” for another user, or contact ResultsCRM Sales to add an additional user license!
- Password Required for Login: determines whether or not the password field is allowed to be blank upon login.
WARNING: If the Password Required for Login field is unchecked, then anyone can access the program data.
- Prompt User for a New Password: determines whether or not a new password prompt is displayed the next time the user logs into the system. (Note: If the Password Required for Login setting is unchecked, then a new password prompt will never be issued.)
5. Check the appropriate boxes under Access Level Settings:
Include User in the Lookup List
- Restrict User to Assigned Contacts: Restricts the user to only being able to view their own contacts
- Override (ignore) Private Flags: allows managers to see all of the records, including those marked as private.
- Allow access to the QBI Module: allows user to access the QBI module. Generally, only whomever will be running QuickBooks Synchronizations will need this engaged.
- Disallow Main Records Deletion: Prevents the user from deleting main records (Contacts, invoice, activities, sorders, Etc.)
- Allow access to Export Records: If checked, the user will be able to export spread sheets of DMC records
- Allow access to Mass Update: This option will allow the user to use the Mass Update option. As mass update can make large-scale irreversible changes to records, this option is recommended for administrators only.
- Allow access to Combine Contacts: This option will allow the user to combine contacts. As combining contacts is irreversible, this option is recommended for administrators only.
- Allow access to Field Services Portal Only?: allow user to access to the Field Service Portal (optional add-on). use this option if the user is only using the Field Service Portal.
- Allow access to the Results for the Web: allow user to log into the web browser based Results Application.
Only applicable if this add-on is included in your subscription and installed.
6. Fill out information on the Email/Audit tab:
- If the default email client requires a user name and password, then it is recommended that they be specified in this section to prevent a log on prompt from being displayed each time Results attempts to establish a session with the email client.
- User Name: the user name required to log on to the email client
- Password: the password required to log on to the email client.
- Email Address for Notifications: the default email address to use when contacting this user by email from Results.
7. Fill out information on the Personal Info tab:
- Hired On
- Departed On
- Date-of-Birth
- Hourly Rate
- SSN
- Commission: commission amount for sales used when a user is assigned to an invoice or an item on the invoice.
- Year Sales Quota
- Employee Contact Record: link the user record to the corresponding Employee Contact record. This is required to export employee timesheets into QuickBooks.
8. If this user will be using the timesheet module, fill out information on the Timesheet tab. (Refer to the Timesheet Module for more information.)
9. Fill out the Notes tab to document any other miscellaneous information about the user.
The Configuration tab is designed for the System Administrator and stores each user’s personal preferences from the Configuration Options screen as well as the general use of the system. System Administrators can edit the contents on this tab after confirming that the corresponding user is logged out of Results. If the corresponding user is logged into Results when edits are made, the changes will be eliminated when the user exits Results.
Comments
0 comments
Please sign in to leave a comment.